Upload Initial Approval with airSlate SignNow
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Your step-by-step guide — upload initial approval
Using airSlate SignNow’s eSignature any business can speed up signature workflows and eSign in real-time, delivering a better experience to customers and employees. upload initial approval in a few simple steps. Our mobile-first apps make working on the go possible, even while offline! Sign documents from anywhere in the world and close deals faster.
Follow the step-by-step guide to upload initial approval:
- Log in to your airSlate SignNow account.
- Locate your document in your folders or upload a new one.
- Open the document and make edits using the Tools menu.
- Drag & drop fillable fields, add text and sign it.
- Add multiple signers using their emails and set the signing order.
- Specify which recipients will get an executed copy.
- Use Advanced Options to limit access to the record and set an expiration date.
- Click Save and Close when completed.
In addition, there are more advanced features available to upload initial approval. Add users to your shared workspace, view teams, and track collaboration. Millions of users across the US and Europe agree that a system that brings people together in one holistic digital location, is the thing that businesses need to keep workflows performing efficiently. The airSlate SignNow REST API enables you to embed eSignatures into your app, website, CRM or cloud storage. Check out airSlate SignNow and enjoy faster, smoother and overall more efficient eSignature workflows!
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Upload initial approval
- [Instructor] Hi, and welcome back to myexcelonline.com. Today, we are going to go over how to set up a document approval process inside of Power Automate. If you want to learn more about Microsoft Excel and Office, join our Academy Online course, and access more than 1,000 video training tutorials, so that you can advance your level and get the promotions, pay raises or new jobs. The link to join our Academy Online course is in the description. So right now, I'm on the homepage of Power Automate. To get there, I went to office.com, and I selected the waffle over here, and I selected Power Automate, in case you don't know how to get there. But once in Power Automate, I would like to go over here to create. And if I scroll to the top, I'm going to create an automated cloud flow from scratch. And the name of my cloud flow is going to be approval process. Okay, so let's look at what we are trying to approve before I put more details in here. If I go over to my OneDrive, you can see that I have three folders created here. One is for documents to be approved. And then there's another folder for documents that are approved. And then there's a third folder for documents that are not approved. So what I'm thinking here is you would have people uploading files to the, to be approved folder, and then you'll have someone going in and either approving those files or not approving those files. Approved files will be moved to the approved folder, and not approved files would be moved to the not approved folder. And we're gonna do that through Microsoft Outlook. So I also have a third tab up here open for Microsoft Outlook. So again, the document comes in to be approved, and it's either moved to the approved or not approved folder. So how do we do that all in Power Automate? Well, I'm gonna go back over here to create your Flow. And I'm going to search for my file system. Now, keep in mind, if I go over here again, you can see that I am in OneDrive, but this same process would also work for SharePoint. I just know that more people have OneDrive than SharePoint. So I thought I would start there, and you can just take the same ideas I'm using here and use them on SharePoint, if you would like to do that. And that happens to be the system that you have. So back over here on the Flow, I am going to choose my Flows trigger, and I'm going to type OneDrive, all one word. And I'm going to look for when a file is created. And I'm using OneDrive for business. So this is the action that I want right here. And I'm going to hit create. So just so you know, that the trigger for the Flow that I'm creating...
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